The Taylor Frigon Core Growth Fund (the Fund) invests for long term capital appreciation; we seek to invest in what we believe to be outstanding companies with excellent growth prospects. To find them, we bring a rigorous analytical approach to our investment selection process, employing both qualitative and quantitative research techniques. We invest for the long term, but maintain disciplined risk management and sell criteria in the construction and management of the Fund.

 

The Fund’s investment management philosophy is directly descended from that used by the late Richard C. Taylor who managed portfolios alongside Thomas Rowe Price in the 1960s and 1970s using Price’s “Growth Stock Theory” of investing – it is the cornerstone of our investment philosophy.